Marketing
Reach financial professionals and consumers at meaningful scale.
AccuPoint helps marketers identify, target, and reach insurance agents, registered reps, advisors, firms, and consumer audiences with consolidated data and activation support.
The challenge
Financial services audiences are fragmented.
Teams often need to reach both professionals and consumers: firms, producers, advisors, households, and people actively showing interest. AccuPoint brings Professional-IQ™ and Consumer-IQ™ together so campaigns can start from cleaner identity, richer segmentation, and practical audience support.
From audience data to activation.
Use Professional-IQ for financial professional and firm targeting, Consumer-IQ for broad consumer attributes, and products like WebTRAC™, IntentTRAC™, and superPIXEL to understand visitor identity and intent signals. AccuPoint can deliver portal access, reports, files, and service-supported audience builds.
B2B targeting
Identify and reach insurance agents, registered reps, investment advisors, broker dealers, agencies, and RIA firms for precise campaign lists.
B2B2C audiences
Match professional and associated firm data to consumer profiles where available for deeper analysis and higher audience relevance.
Intent-based programs
Use WebTRAC, IntentTRAC, and superPIXEL to add website visitor identification and intent signals to campaign planning.
Build a smarter marketing audience.
AccuPoint can help combine professional, consumer, and intent signals into a practical outreach workflow.